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10. How to Customize Columns

The Columns customization allows you to customize the order and visibility of columns. This helps you focus on specific data fields (e.g., ID, Country, Type) that are most relevant to you.

Why Customize Columns?

  • Focus on Essentials
    Hide fields you rarely use (e.g. “External ID” or “Registration IP”) so your eye lands on high-priority data like Email, Phone number, or Verification status.

  • Boost Readability
    Reducing visual noise speeds up scanning and reduces mistakes when you’re sorting or reviewing long lists.

  • Tailor Your Workflow
    Move “Desk” next to “Manager,” or “State” right after “Type”—whatever sequence best matches your daily tasks.

Use Cases

  • Onboarding Review: Show Name, Email, Desk, Status → Quickly verify new accounts and assignments.

  • Compliance Audit: Show ID, Verification Level, Logs → Surface the data needed for KYC/AML checks.

  • Regional Reporting: Show Country, Created Date, Manager → Analyze geographic distribution and ownership.

  • CEO Snapshot: Show Email, Full Name, Account Status → Provide a concise overview of client health.

How It Works

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  • Click Columns in the top toolbar of the Clients page (Screenshot 1: Columns button).

  • A slide-out panel titled Customize columns appears on the right.

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  • Each available column is listed with an On/Off toggle (Screenshot 2: Toggles).

  • On (green) = column will display in the table.

  • Off (grey) = column is hidden.

Tip: Required/system fields (like Email or ID) may be non-toggleable or locked in the list.

  • Look for the “drag” handle (⋮⋮) on the left of each toggle row.

  • Click-and-hold that handle to drag the field up or down in the list—this sets its left-to-right position in your table.

Note: You can often click and drag this handle to rearrange the order in which columns appear in the Clients table.

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After adjusting the toggles (and reordering if needed), remember that some columns are unable to move because of their fixed position in the table (these columns are marked accordingly). 

Note: Once you’ve made your changes, click the Save button at the bottom of the panel. This ensures your customized layout is applied. (Screenshot 3: Save button)

The panel slides away and your Clients table immediately refreshes to match your selections.

Pro Tips

  • Personal vs. Global Views
    If your workspace supports it, save your column layout as a personal default without affecting colleagues’ views.

  • Revert to Defaults
    If you ever need to reset, simply open Columns again and click Reset (if available) or turn all toggles back on then rearrange.

  • Combine with Filters
    For maximum efficiency, first apply a filter (e.g. show only “Pending” clients), then customize columns to focus on the data fields most relevant to that subset.

Customizing your columns transforms the Clients table from a static report into a dynamic dashboard tailored to your role. By hiding distractions, promoting key fields, and arranging columns in your ideal sequence, you’ll navigate your client data faster, make fewer errors, and stay focused on what matters most. Experiment with different layouts and use cases—you’ll likely find that a small tweak in column settings leads to big gains in productivity.

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